Sound View Wealth Advisors Group, LLC Vanguard Small Cap Growth ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,204 shares of VBK stock, worth $352,025. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,204

Previous 1,193 0.92%

Holding current value

$352,025

Previous $298,000 7.72%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$240.48 - $267.94 $2,645 - $2,947	11 Added 0.92%	1,204 $321,000
Q4 2023 Feb 08, 2024	SELL	$196.36 - $245.46 $1,963 - $2,454	-10 Reduced 0.83%	1,193 $288,000
Q3 2023 Nov 07, 2023	BUY	$210.59 - $239.48 $2,105 - $2,394	10 Added 0.84%	1,203 $257,000
Q1 2023 May 12, 2023	BUY	$198.77 - $233.54 $237,132 - $278,613	1,193 New	1,193 $258,000
Q4 2020 Feb 02, 2021	SELL	$216.78 - $272.28 $3,034 - $3,811	-14 Reduced 1.16%	1,193 $319,000
Q2 2020 Aug 07, 2020	BUY	$139.78 - $205.13 $168,714 - $247,591	1,207 New	1,207 $241,000
Q1 2020 May 12, 2020	SELL	$128.7 - $210.28 $129,600 - $211,751	-1,007 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$177.24 - $199.81 $178,480 - $201,208	1,007 New	1,007 $200,000

Others Institutions Holding VBK

# of Institutions

1,144

Shares Held

43.1M

Call Options Held

53.1K

Put Options Held

28.3K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Vanguard Small Cap Growth ETF Transaction History